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B5 Cashflow Projections and Assumptions



This template allows your business to project cash inflow and outflow in order to meet ASIC’s requirements for holding an AFSL.

Included with this proof document is the Cash Flow Assumptions Template and B5 Balance Sheet Template.These templates have been developed to meet the requirements as outlined in ASIC Regulatory Guides 2 and 166.

You may select from the dropdown bar the B5 Cashflow Projections and Assumptions template which is most suitable for your business. We have tailored the B5 Cashflow Projections and Assumptions template for the following business types:

– Crowd Funding;
– Financial Planning;
– Generic (Option 1 or Option 2);
– Insurance Broking;
– Introducing Broker;
– Limited AFSL/Accountants;
– Market Making;
– Retail Funds Management; and
– Wholesale Funds Management.

All Sophie Grace Template Documents are available for instant download.

If you require a tax invoice or have any problems with your purchase, please contact us.

Go back to AFSL Applications.